+7.6%
SLV vs SLB
+39.5%
-31.9%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.6% | -0.7% | -0.4% |
| 7D | +5.1% | -7.1% | +12.2% | +8.2% |
| 30D | -12.9% | +4.1% | -17.0% | -14.7% |
| 3M | -16.1% | -2.6% | -13.4% | -15.8% |
| 6M | -33.2% | -8.6% | -24.6% | -30.6% |
| YTD | -27.2% | +32.2% | -59.4% | -31.0% |
| 1Y | +7.6% | +40.7% | -33.0% | +4.2% |
| All | +7.6% | +39.5% | -31.9% | +4.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SLB.
Daily Out/Under-Performance
Portfolio return minus SLB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SLB return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded SLB wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling